2.1. Ensure DataGrows CRM are rolled out effectively. 2.2. Ensure DataGrows CRM are integrated with all
portfolios Systems Assist with the implementation of CRM system and maintain user access and capabilities Update client records in IRESS and help maintain CRM system Assist with extracting and managing data from
control and e-filing submission Process on Profsoft CRM system daily – maintenance of clients and reporting
Generate, monitor and process tickets generated in the CRM Answer calls and emails from customers with queries
Computer literate in legal / accounting software e.g CRM; Sage; Pastel & Xero SAP working experience Strong
Computer literate in legal / accounting software e.g CRM; Sage; Pastel & Xero SAP working experience Strong
client data recording on the company's internal CRM software applications (XPlan, etc.), ensuring completeness of client data in the various advice tools and CRM's. Financial Planning preparation and Client Reviews:
operations effectively. Manage investor relations/CRM tasks. Navigate data organization and meet client
client relationships and ensure compliance. Utilise CRM and Practice Manager to document required activities
revenue targets as set out by management. Ensure CRM and activity reports are updated daily with all relevant